Sage 200 Evolution
The Sage 200 Evolution template provides a ready-to-use set of views, dashboards, reports, and workbooks. Choose the installation approach that best suits your organization's environment.
After installation, explore the predefined analyses available in the Sage 200 Evolution template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.
Prerequisites
Prerequisites
Before you start, ensure you have:
- Sage 200 Evolution: A supported version installed.
- Destination database: A target database, preferably matching your Sage 200 Evolution database collation.
- DataSync: A supported version installed.
- Installation package: The latest package downloaded from ShareFile.
Installation scenarios
Choose the path that matches your environment:
| Scenario | Description | When to choose |
|---|---|---|
| Direct production database access | All configuration is performed in Nectari, connecting directly to your live production Sage 200 Evolution database. | For a small or single-company setup needing only light, real-time reporting. |
| Via replicated data warehouse | Production data is replicated to a data warehouse using DataSync. The template then reads from the warehouse. | For many users or frequent/complex reporting needs, to avoid slowing the main Sage 200 Evolution database. |
| Consolidated | Combines real-time access and DataSync replication using consolidation for central, multi-company reporting. | For organizations managing multiple Sage 200 Evolution companies needing combined or group reporting. |
Installation steps
Scenario 1: Direct production database access
Perform these steps on Nectari:
Scenario 2: Via replicated data warehouse
Use DataSync for replication, then configure Nectari:
- Create the source connections
- Create the destination connection
- Import the synchronization extractions
- Schedule the extractions
- Set up the data source in Nectari
- Import the template
Scenario 3: Consolidated
Set up DataSync for multi-company consolidation: